Financial Wealth Planner

2 weeks ago

Cavite City, Calabarzon, Philippines One Zenith Full time ₱200,000 - ₱250,000 per year

About the Role:

We are seeking passionate and motivated individuals to join our team as
Financial Wealth Planners
. This is an excellent opportunity for
fresh graduates
or career shifters who want to build a rewarding profession in financial planning.

As a Financial Wealth Planner, you will help clients secure their future by providing personalized financial solutions. With our mentorship, training, and certification support, you can start strong—even with no prior experience.

Responsibilities:

  • Assist clients in achieving financial goals through planning and advisory.
  • Build lasting professional relationships with clients.
  • Provide recommendations on savings, investments, and protection solutions.
  • Stay updated on financial products, trends, and industry best practices.
  • Attend company training and development sessions.

Qualifications:

  • Open to
    Fresh Graduates
    (no experience required).
  • Certifications are an advantage; willingness to be trained and certified is required.
  • Good communication and interpersonal skills.
  • Self-motivated, adaptable, and eager to learn.
  • Can work
    part-time
    in a
    remote / work-from-home setup
    .

What we offer:

  • Flexible hours (ideal for part-timers and students).
  • 100% Work-from-Home setup.
  • Free training, mentorship, and certification support.
  • Clear career growth opportunities.
  • Performance-based incentives and bonuses.

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